Other · DOL Form 5500 · 2024

San Diego Zoo Wildlife Alliance Retirement Plan

Data updated 2026-08-25

$186M
Total assets Near avg plan size
3,053
Participants Above avg headcount
94th
Percentile by assets National rank
$60,765
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: San Diego Zoo Wildlife Alliance 403(b) Plan · Sponsored by San Diego Zoo Wildlife Alliance · California · Arts, Entertainment & Recreation

$186M in assets, 3,053 participants

San Diego Zoo Wildlife Alliance's San Diego Zoo Wildlife Alliance 403(b) Plan reported $186M in total assets and 3,053 participants in its 2024 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,848 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in California

San Diego Zoo Wildlife Alliance 403(b) Plan covers 3,053 participants in California, 4.8x the typical California plan (state average ~630 per filing). Assets: $186M.

#2,848
in Arts, Entertainment & Recreation (2,921 peers)
+15.3%
assets growth YoY
1.9×
vs typical plan assets (national mean)

San Diego Zoo Wildlife Alliance 403(b) Plan's outsized position by total assets

San Diego Zoo Wildlife Alliance 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$185,516,298 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

San Diego Zoo Wildlife Alliance 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Diego Zoo Wildlife Alliance 403(b) Plan lands in the large band (3,053 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • San Diego Zoo Wildlife Alliance 403(b) Plan end-of-year assets rose from $161M in the plan year 2023 filing to $186M in the plan year 2024 filing.
  • San Diego Zoo Wildlife Alliance 403(b) Plan reported net income fell from $26M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • San Diego Zoo Wildlife Alliance 403(b) Plan reported participants fell from 3,079 in the plan year 2023 filing to 3,053 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 951648219 · San Diego Zoo Wildlife Alliance PY 2024 · Other

San Diego Zoo Wildlife Alliance 403(b) Plan · $186M · 3,053 · 94th

  • ASSETS $186M
  • ASSETS 3,053
  • ASSETS 94th
  • ASSETS Other
  • ASSETS near Center for Creative Leadership Retirement Savings Plan
  • ASSETS ind #2848

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in California →

San Diego Zoo Wildlife Alliance 403(b) Plan in the asset neighbourhood

San Diego Zoo Wildlife Alliance 403(b) PlanSan Diego Zoo Wildlife Allia…$186MCenter for Creative Leadership Retirement Savings PlanCenter for Creative Leadersh…$185MMerrimack College 403(b) Retirement PlanMerrimack College 403(b) Ret…$185MYork College of Pennsylvania Defined Contribution Retirement PlanYork College of Pennsylvania…$184MThe Hotchkiss School 403(b) Retirement PlanThe Hotchkiss School 403(b) …$184M
End-of-year total assets ($M) among San Diego Zoo Wildlife Alliance 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$161M
Net Assets (End of Year)$186M
Net Income$25M
Employer EIN951648219
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Diego Zoo Wildlife Alliance)

Sponsor-wide plan assets over time

All San Diego Zoo Wildlife Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$391M 12.322066893924035% vs 2022
2024 filing year
$340M$360M$380M$400M 202220232024 $348M $391M ▲ +12.3%
Year Plans Participants Total Assets
2022 3 4,675 $348M
2023 3 4,712 $376M
2024 3 4,498 $391M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

San Diego Zoo Wildlife Alliance 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -5051015 Total assets ($B) Participants San Diego Zoo Wildlife Alliance 403(b) Plan, Total assets ($B): 0.185516298 · Participants: 3053San Diego Zoo Wildlife Alliance 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
San Diego Zoo Wildlife Alliance 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare San Diego Zoo Wildlife Alliance 403(b) Plan side-by-side with 3 peers →

San Diego Zoo Wildlife Alliance 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Center for Creative Leadership Retirement Savings Plan in NC ($185M); by covered participants it is Beebe Medical Center Retirement Plus Plan in DE (3,054 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,053 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did San Diego Zoo Wildlife Alliance 403(b) Plan assets move in 2024? ▼
San Diego Zoo Wildlife Alliance 403(b) Plan grew sharply - up 15.3% during 2024, from $161M to $186M. Reported net income was $25M.
How have San Diego Zoo Wildlife Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Diego Zoo Wildlife Alliance's sponsor-wide assets grew 12.3%, from $348M to $391M.
Where does San Diego Zoo Wildlife Alliance 403(b) Plan rank by assets among Form 5500 filers? ▼
San Diego Zoo Wildlife Alliance 403(b) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to San Diego Zoo Wildlife Alliance 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Center for Creative Leadership Retirement Savings Plan in NC ($185M, 560 participants).
Which Other plans cover a similar participant headcount to San Diego Zoo Wildlife Alliance 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Beebe Medical Center Retirement Plus Plan in DE (3,054 participants, $268M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951648219.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.